Configuration options
Configure page options
Option | Description |
---|---|
Form Reminder Email Batch |
Run Now Button. Select to run the Form Reminders Batch. The batch sends email reminders to Form responders if:
See Email notifications. |
Policy options
Option | Description |
---|---|
Forms |
Select to enable forms for the policy. |
Field sets
HCM Form object | |
---|---|
Field set | Description |
HCM Form Details |
Fields displayed in the HCM Form detail view. |
Picklists
None.
Object fields
HCM Form object | |
---|---|
Field | Data type |
Active | Checkbox |
Actor | Text(255) |
Actor Salutation | Text(255) |
Approval Date | Date |
Assessment | Lookup(Assessment) |
Close Date | Date |
Competency Assessment | Lookup(Competency Assessment) |
Completed Date | Date |
Concerning | Text(255) |
Contact | Lookup(Contact) |
Created By | Lookup(User) |
Current Page | Text(255) |
Data | Long Text Area(32000) |
Employment | Lookup(Employment Record) |
EncodeId | Text(255) |
Form Definition | Lookup(HCM Form Definition) |
Form Definition Name | Text(80) |
Form Reference | Auto Number |
Incident Report | Lookup(Incident Report) |
Last Modified By | Lookup(User) |
Last View Date | Date |
Last View IP | Text(15) |
Manager Action | Formula (Text) |
Manager Action Date | Formula (Date) |
Manager Approves | Checkbox |
Object ID | Text(20) |
Owner | Lookup(User,Group) |
Rejected Date | Date |
Relates To | Lookup(HCM Form) |
Reminder Date | Date |
Request By Date | Date |
Request Prefix | Text(128) |
Request URL | Formula (Text) |
Salutation | Formula (Text) |
Start Date | Date |
Subject | Text(255) |
Team Member | Lookup(Team Member) |
Trigger Send Email | Checkbox |
VisualForce Page | Text(128) |
VisualForce Submit | Text(128) |
HCM Form Datum object | |
---|---|
Field | Data type |
Category | Formula (Text) |
Created By | Lookup(User) |
Data Name | Text(80) |
Form | Master-Detail(HCM Form) |
Last Modified By | Lookup(User) |
Long Value | Long Text Area(32000) |
Score | Number(4, 1) |
Value | Text(255) |
HCM Form Definition object | |
---|---|
Field | Data type |
Created By |
Lookup(User) |
Definition | Long Text Area(32000) |
Definition Name | Text(80) |
EncodeId | Text(80) |
Last Modified By | Lookup(User) |
Link Relationship | Text(128) |
Object Name | Text(80) |
Owner | Lookup(User,Group) |
Permit New Forms | Checkbox |
Permit New Object | Checkbox |
Request Prefix | Text(128) |
VisualForce Page | Text(128) |
VisualForce Submit | Text(128) |
HCM Form Rule object | |
---|---|
Field | Data type |
Condition | Long Text Area(32000) |
Created By | Lookup(User) |
Direction | Picklist |
Form Data Name | Text(80) |
Form Definition | Master-Detail(HCM Form Definition) |
Last Modified By | Lookup(User) |
Object Field Name | Text(128) |
Record types
None.
Actions
-
Manager: Approve Form
Appears when the Forms process has been set up to require manager approval for Team Member forms. You will receive an action to approve each form submitted by a member of your team.
-
Team Member: Edit
Appears when you have a form assigned to you that has not been submitted.
-
Team Member: Delete
Appears when you have a form assigned to you that has not been submitted.
Action events
Option | Description |
---|---|
Approve | When a form is approved by one of the designated approvers. |
Reject | When a form is rejected by one of the designated approvers. |
Start | Sends a form to the form actor. |
Submit | When a form is submitted by the form actor. |